Discharge/Checkin Wizard

The Discharge/Checkin wizard is used to check in items returned to the library by the user.

To check in items

Click the Discharge/Checkin wizard.

In the Item ID box, scan the item’s ID. Notice that the item displays in the List of Discharges. To sort items in the List of Discharges in ascending or descending order, click the column heading of the column you want to sort.

If you select an item or group of items in the discharge list and right-click, a circulation menu opens. From this menu, you can perform a variety of circulation tasks. See Right-click Menus.

Click Discharge Item to discharge the item you scanned.

Repeat the previous steps until all items are discharged.

After discharging items, select one of the following options:

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Clear Discharge List to clear the discharge list.

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Close to exit the wizard.

Important Considerations When Using this Wizard

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If the user has a user status of the BLOCKED or DELINQUENT delinquency type, and the Warning if User Delinquent wizard property check box is selected, a status alert window appears during the discharge/check in process. You can continue checking in items, investigate why the user has a blocked or delinquent status, accept payment from the user for bills, or cancel the discharge/check in process.

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If a Current record exists for the item, click the Current record button to access the last record displayed, modified, or added.

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If the discharged item is part of a floating collection, you will be asked to shelve it in your library, unless it is needed at another library for a hold, booking, or reserve.

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When a user’s record is located, information from the user record displays under User Information. User Information only displays if the Configure Display of User Status Header attribute in the Global Configuration wizard is set to Display User Status Header in Circulation Wizards.

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If a user has claimed to have already returned the item, and the Check for Claims Returned Items wizard property check box is selected, an alert window appears during the discharge/check in process. You can continue checking in items, open and modify the record of the user who claimed to have returned the item (when checkin is complete), or cancel the discharge/check in process.

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It may be possible to find a user by a previous user ID, if configured in policies. Go to the FAQs: Searching User Records topic.

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If the patron has a credit account and policies are configured to automatically pay fines with funds from the credit account, fines created during check in/discharge may be paid automatically at check in. For more information, see FAQs: Credit User Accounts.

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If your system is configured to use the Circulation Sets feature, when you scan an item ID or set ID, the wizard may display a list of items checked out as part of the set. Select the items to discharge. For more information see, FAQs: Circulating Items in Groups.